Lease quotes and overrides: written steps

Who does this: Sales reps, sales managers and administrators

Lease payments should match what's configured for each machine, every rep should be able to work their lease quotes, and each dealer should decide who can change a deal's value.

This training covers

1. Giving a rep the Deal Value Override group
2. The term and rate override in Leasing Options
3. Accessories shared across machines
4. What a rep sees in Leasing Options

Before you start

• Only people in the override group can change the term and rate.
• Every sales rep can open Leasing Options and quote a lease.
• Shared accessories are financed at the quantity applied to each machine.

Lease quotes and overrides

1. Settings > Users & Companies > Users, then open the rep.
2. Tick Apply Deal Value Override and save.
3. On the lease quote, click Leasing Options.
4. Turn on Override Term & Rate.
5. Enter the override term and rate.
6. In Equipment, click the machine's gear.
7. Set Quantity To Apply and click Save.
8. You're back in Leasing Options.
9. As the rep, click Leasing Options.
10. The rep sets term, purchase option and lease type; no override.

What you just did

• Gave a rep the Deal Value Override group
• Turned on Override Term and Rate
• Set an accessory's quantity for one machine
• Opened Leasing Options as a rep

That's lease quotes and overrides. Next up, Chapter 3: credit approval and lease signing.